HI

Harbour Investments Portfolio holdings

AUM $4.41B
1-Year Est. Return 14.55%
This Quarter Est. Return
1 Year Est. Return
+14.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.99B
AUM Growth
-$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,165
New
Increased
Reduced
Closed

Top Buys

1
+$64.7M
2
+$18.8M
3
+$13.9M
4
GJUL icon
FT Vest US Equity Moderate Buffer ETF July
GJUL
+$8.69M
5
CGUS icon
Capital Group Core Equity ETF
CGUS
+$5.51M

Top Sells

1
+$51.9M
2
+$25.8M
3
+$12.4M
4
ARKW icon
ARK Web x.0 ETF
ARKW
+$7.03M
5
GJAN icon
FT Vest US Equity Moderate Buffer ETF January
GJAN
+$6.23M

Sector Composition

1 Technology 4.84%
2 Consumer Staples 2.59%
3 Financials 2.46%
4 Consumer Discretionary 2.08%
5 Healthcare 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$62K ﹤0.01%
9,911
+1,364
1252
$61.5K ﹤0.01%
1,389
-114
1253
$61.3K ﹤0.01%
2,402
+234
1254
$61.2K ﹤0.01%
458
+2
1255
$61.2K ﹤0.01%
700
+1
1256
$61K ﹤0.01%
1,818
-846
1257
$61K ﹤0.01%
424
1258
$60.8K ﹤0.01%
3,000
1259
$60.8K ﹤0.01%
1,314
+808
1260
$60.7K ﹤0.01%
3,550
+710
1261
$60.7K ﹤0.01%
688
-529
1262
$60.5K ﹤0.01%
550
+54
1263
$60.5K ﹤0.01%
1,195
1264
$60.4K ﹤0.01%
1,061
-24
1265
$60.3K ﹤0.01%
5,506
-834
1266
$60.3K ﹤0.01%
1,616
+211
1267
$60.1K ﹤0.01%
595
1268
$59.9K ﹤0.01%
150
-139
1269
$59.8K ﹤0.01%
1,721
-1,117
1270
$59.8K ﹤0.01%
4,667
-200
1271
$59.7K ﹤0.01%
1,453
1272
$59.6K ﹤0.01%
1,140
-7,943
1273
$59.5K ﹤0.01%
1,800
1274
$59.5K ﹤0.01%
1,065
+250
1275
$59.4K ﹤0.01%
2,277
+8
49 50
51
52 53